FISV

Fiserv Inc

1,379 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 514 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

48% less capital invested

Capital invested by funds: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 209 | Existing positions closed: 514

Holders
1,379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1651
R.M. Davis Inc
Maine
CSA
1652
Cornerstone Select Advisors
Missouri
YLHM
1653
Yelin Lapidot Holdings Management
Israel
GD
1654
Grandfield & Dodd
New York
PCM
1655
Pointe Capital Management
Michigan
APWM
1656
Argonautica Private Wealth Management
Massachusetts
BCM
1657
BTC Capital Management
Iowa
CFP
1658
Catalyst Financial Partners
Massachusetts
S
1659
Sunpointe
Missouri
ILI
1660
Invesco LLC (Illinois)
Illinois
CCM
1661
Chickasaw Capital Management
Tennessee
CWS
1662
Confluence Wealth Services
Pennsylvania
CIG
1663
Cascade Investment Group
Colorado
SW
1664
SkyOak Wealth
Michigan
WAG
1665
Wallace Advisory Group
California
SFS
1666
Sowell Financial Services
Arkansas
LWMM
1667
Legacy Wealth Management (Mississippi)
Mississippi
PP
1668
PDS Planning
Ohio
LRWA
1669
Long Run Wealth Advisors
New York
AA
1670
Alta Advisers
United Kingdom
MLL
1671
Moody Lynn & Lieberson
Massachusetts
TWM
1672
Trueblood Wealth Management
Ohio
NGA
1673
Naples Global Advisors
Florida
FNFDCM
1674
Folger Nolan Fleming Douglas Capital Management
District of Columbia
BOS
1675
Bank of Stockton
California